3CBG 4/5/2005 Banner tips and tricks Brian Nolan.
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Transcript of 3CBG 4/5/2005 Banner tips and tricks Brian Nolan.
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3CBG4/5/2005
Banner tips and tricks
Brian Nolan
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Viewing the Entire Field
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Control-E will display full title
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To enable extract, set to “Data Block Only” on GUAOBJS
Data Extract to Excel
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Under “Help” select “Extract Data No Key”
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Excel Download
• If you are using INB:– Download will produce spreadsheet which you
can open in a new browser window and save where you want
• If you are using client server:– Download will save to a folder specified on
GUAUPRF
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Excel Download
• Quick format:– Control-A to select entire spreadsheet– Format
• Column–Auto-fit Selection
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Excel Download
• Save as .xls format to save formatting
• Open in MS Excel
• Open in MS Access
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Expert Query
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Enter a colon : in a field
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To sort a column order by :
To sort in descending order order by : desc
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Query is now sorted by name in ascending order
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Now let’s select a date range
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Colon is in the cashier date field
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Only transactions between May 12 and 17 are displayed
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. . . a little fancier . . .
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Now it is sorted by date
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A little fancier: query on two columns
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Tips on entering dates
• Banner assumes current year and current month:
11092004 = 09-NOV-20041109 = 09-NOV-200509 = 09-APR-2005
• Any letter in any date field means current date:
X = 05-APR-2005
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Tips on editing Journal Vouchers
• Changing the header date will re-edit all the transactions- can be time consuming, but beats doing it manually!
- Querying on status indicator “E” will find records set to error status
- Sometimes status is set to null. Use expert query to find : is null
- $0.00 amount. If this errors out, use [Record Remove].
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This form displays all (fully approved) documents currently awaiting posting.
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Tips on Year End
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Before June 30th
- Review FTMCOAS and FTMFTYP set-up
- Run FPPPOBC (Purchase order batch close)
- Clean up suspended documents
- Be sure that funds terminating June 30th or earlier are “zeroed out”
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Before June 30th
- Run FGRGLRL in audit mode and check for the following key words:
– “No Fund”– “Fund Balance Indicator”– “General Ledger”– “Do Not Balance”– “Accumulated Balance”
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After close of day June 30th
- Run TSRDETL (Student AR detail)
- Back up and save AR tables before start-of-business in the new year
- Detail AP reconciliation
- Scheme for identifying old-year invoices entered in the new year?
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July/August timing
- Run FGRGLRL- Date? I’d suggest around July 15 - 20- Concurrent year processing and FOMPROF- When does period 14 (“Accrual Period”) start?
- Run FGRENRL - Probably immediately after FGRGLRL- Encumbrances can be rolled manually using an E090
rule code
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July/August timing
- Run FGRBDRL- Wait as long as possible!- Grant implications
- Don’t run FGRCLOP- ever!
- Any other suggestions or “lessons learned”?
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Any other:
clever ideas?
shortcuts?
pearls of wisdom?
Questions?